Schedule Bursted Reports

Use bursted reports to send scheduled report output to a dynamic list of recipients, where each recipient only sees the data that applies to them.

About Bursted Reports

Bursted reports allow Emburse Analytics Pro users with Creator permissions to create a single schedule with a dynamic distribution list, based on the data, where each recipient only sees data relevant to them.

For example, you can notify company credit cardholders about unused transactions that are more than 60 days old. The distribution list is dynamic because the users who meet these criteria can change each time the report runs. Selecting Burst Schedule when you create the schedule ensures that the report is sent only to users who meet the criteria at the scheduled send time.

A bursted report requires two components: the report to distribute and a dynamic distribution list.

Building on the previous example, your organization may have 500 users with company-issued credit cards, but only 10 of those users have unexpensed credit card transactions older than 60 days. In that case, the schedule sends the report only to those 10 expense owners. When the same report runs the next week, the list may change (e.g., 25 users). The report and schedule remain the same.

Video Tutorials

Use these resources to learn common bursted scheduling workflows.

• See Create A Reusable Distribution List to learn how to create a reusable distribution list for a bursted schedule.

• See the Training Videos page for videos about notifying delegates and managers about overdue credit card transactions.

Burst Schedules Use Case: Overdue Credit Card Transactions

This video explains a common use case for bursted schedules.

Create A Burst Schedule For Overdue Credit Card Transactions

This video walks you through creating a bursted schedule and linking it to a distribution list.

Step 1: Generate the Report to Distribute

This section explains how to build the report that will be sent to recipients.

The first step to bursting reports is to generate the report that will be distributed to users. Using the example above (an email to users with unused company card transactions that are more than 60 days old), the report lists all company card transactions that are more than 60 days old.

Create a report with all required fields and filters, including a filter for your unique identifier that ties back to your distribution list. For example, include Expense Owner Customer Unique ID, defaulted to any value. This helps ensure each expense owner only receives their own late transactions.

If you run this report on its own, it shows all company card transactions that are more than 60 days old. When the schedule bursts the report, each expense owner only sees their own transactions.

Create a Dynamic Distribution List

This section explains how to build the report that returns the recipient list.

The next step is to create a report in Emburse Analytics that returns a list of email addresses for expense owners who match your criteria (for example, users with unused company card transactions that are more than 60 days old).

The easiest approach is to copy the report you created above, keep the same filters, and change the output fields to the unique identifier and email address. The only required output for this report is the recipient email address.

Below are examples of groups you can target and the fields you typically include to generate the distribution list.

Create a Reusable Distribution List

This section explains when to use reusable distribution lists and what they enable.

Emburse Analytics Pro customers can create reusable distribution lists. This enables your organization to create a single list of recipients that can be used for multiple scheduled reports or dashboards that have the same recipients, including bursted reports. Users can also add and remove recipients from the reusable distribution list.

Step 3: Create a Bursted Schedule

This section explains how to map the report to the distribution list and save the schedule.

Creating a bursted schedule maps the report you created to the dynamic distribution list, using the unique identifier (e.g.,Expense Owner Customer Unique ID) included in both reports.

1. Create a new schedule for the report and select Bursting.



2. On the Burst Schedule screen, select the report you want to use as the distribution list and select Confirm.



3. Configure the filter mapping (for example, map company-paid accrual lines by expense owner email address) and select Save.



4. Review the schedule summary to confirm the report name, schedule, and delivery method.